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Aspire Wealth & Protection

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Trading for 41 years

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About Aspire Wealth & Protection

Aspire Wealth & Protection in Nelson Bay is your personal advice team. We support you in creating a better lifestyle by providing financial planning services for investments, personal and business insurances, retirement planning, mortgage broking, vehicle and equipment leasing, unsecured personal loans, estate planning and superannuation advice. We specialise in providing specifically tailored financial solutions for the most simple or complex issues. Whether your require financial or taxation advice for personal or business requirements, our team has the expertise to provide this for you. We are committed to providing financial advice you can trust, whatever stage of life you are at. Our financial advisors service Port Stephens, Nelsons Bay and Lemon Tree Passage. For Port Stephens financial planning, as well as financial and taxation advice for business or personal needs, contact our professional team today.

Services

  • Insurance

  • Debt Management

  • Retirement Planning

  • Estate Planning

  • Aged Care Financial Assistance

  • Finance & Lending

  • Home Loans

  • Investment Loans

  • Refinancing

  • Asset Finances

  • Commercial Loans

  • Debt Consolidation

  • Car Loans

  • Medico Finances

  • Plant & Equipment Finances

  • Superannuation - Self Managed & Funds

  • Financial Planning

  • Mortgages

  • Novated Leasing & Finances

Reviews

4.8 rating

4 reviews

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3

1

0

0

0

A

Anita

6 years ago

I really can’t recommend Aspire Wealth and Protection in Nelson Bay highly enough - especially the fantastic services of financial planner and platinum rated adviser Christopher Hale. Anita

A

Alan

7 years ago

Aspire Wealth and Protection professionalism is evident throughout your staff, who have done a magic job to set up our retirement and future. We are looking forward to a long and happy association with Aspire. Alan

M

Martin

7 years ago

The financial decisions we have made under the assistance and guidance of Aspire have allowed us to strike a good balance between meeting the budget and investing to enjoy retirement. We recognise the peace of mind knowing if an unexpected serious illness or accident occurred, our family'€™s financial welfare would be ok.

M

Mel

8 years ago

Thanks for the world of knowledge over the last year's and we are very happy to be heading towards a comfortable retirement We have both been very happy with Chris's commitment to us, and more than happily recommend his services to other clients.

Location

26 Donald St, Nelson Bay NSW

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

  • eftpos icon

    Eftpos

  • mastercard icon

    Mastercard

  • visa icon

    Visa

Licences

  • Australian Credit License: 377711

  • Annual Business Awards 2016

  • Local Business Awards 2022

  • Corporate Authorised Representative No. 385330

  • Adviser Ratings Accredited

Frequently Asked Questions

Where is Aspire Wealth & Protection located?

Aspire Wealth & Protection is located at 26 Donald Street, Nelson Bay NSW 2315, Australia.

How can I contact Aspire Wealth & Protection?

You can contact Aspire Wealth & Protection by phone at (02) 4984 1988 or by email at advice@aspirewp.com.au.

Aspire Wealth & Protection

4.8